Accessing New York Life Annuity Product Training on RegEd
Accessing New York Life Annuity Product Training on RegEd
Please follow these procedures:
1. Click on this URL link which will bring you to the RegEd Annuity Training Platform (ATP) home page. If the link is not active, please copy and paste this address in your internet browser.
2. If you have never registered in RegEd, select "Sign Up" in top right corner of the site and complete the registration form. The registration page must be filled out in order to identify the training requirements that are applicable to you. Be sure to list all jurisdictions that you do business in. Once you complete the registration page, click on the "I accept the terms of service" box at the bottom of the screen to continue.
3. Now that registration is complete, the left side bar has the training choices. Click on "Producer Status" which will show the State annuity general training courses and carrier specific annuity product training at the bottom of the screen.
? Most producers of New York Life annuities will have immediate access to the product training courses upon registering. If New York Life is not listed in the "Carrier Specific Product Training" section, you will need to call our Sales Desk at 888- 474-7725.
4. You will be given a product code which will give you immediate access to that product's training course. Just click on the "Enter Product Code" selection on the left navigation bar. Within 24 hours of using the product code, you will be given access to all other NYL training courses.
5. To view and track your training completions to date, click on the "My Courses" selection where you will find your course training history.
Support and Contacts
? For instructions with screen shots, please refer to the attached RegEd "Getting Started Guide".
RegEd GSG-ATP_Produce
? If you need assistance with NYL's product training, please call the NYL Sales Desk at 888474-7725.
? For assistance with issues related to the RegEd web site, please call the RegEd Customer Service Unit at 800 334-8322.
455991 (09/2011)
NOT FOR DISTRIBUTION TO THE GENERAL PUBLIC.
Subject: Revised RegEd Product Training Codes
Effective mid-day tomorrow revisions have been made to the RegEd product codes for the two new fixed annuity products. In addition, there are two new codes specific to Merrill Lynch and MSSB. Please find below an updated list of all the codes which can be used to grant a producer instant access to the NYL annuity product training.
If you have any questions please give me a call.
RegEd Course Name
General Courses New York Life Guaranteed Lifetime Income Annuity New York Life Guaranteed Period Income Annuity New York Life Secure Term MVA Fixed Annuity New York Life Guaranteed Future Income Annuity New York Life Preferred Choice Fixed Annuity II New York Life Secure Term Choice Fixed Annuity II
Product Codes
NYLGLIA NYLGPIA NYLSTMVA NYLGFI
NYLPC NYLSTC
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